Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,994 | $124,425-37.3% | $112,040-30.4% | $137,256-43.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 4.07% | 24.72%-20.7pp | 24.52%-20.5pp | 220.34%-216.3pp |
| Employer contribution / active EE | $11,218 | $3,411+228.8% | $2,954+279.7% | $4,156+169.9% |
| Participant deferral / active EE | $4,440 | $5,718-22.4% | $5,098-12.9% | $6,407-30.7% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |